Expertise where you need it.

Whether you have responsibility for your university's pension plan, the endowment, or both, you are under more pressure to make the right decisions. Volatile markets, changing regulations, and growing complexity may make your job harder than ever before.

Our local team of specialists draw from years of first-hand experience in supporting organizations like yours–and is structured to deliver pragmatic solutions to help you to meet your goals.


Q3 2023 Global Market Outlook

Global Market Outlook Q3 2023 – Slowly Slowing

We think a recession is likely in the U.S. and Canada, but it may be delayed until 2024. Inflation is receding only slowly, and central banks have still not finished tightening. We are positive on government bonds. Enthusiasm for artificial intelligence (AI) and resilient economic growth can support stocks in the near term, but longer-term headwinds are building.


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Confessions of an overlay manager

Is cash a necessary evil? Our director of Customized Portfolio Solutions and overlay portfolio management shares four key takeaways from 20 years of working on overlay solutions.

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Discover how a tailored approach can help you reach your unique investment goals.

If you are in the process of reviewing your current approach, our Request For Proposal tool can ensure you ask the right questions when searching for the provider best suited to you.

Investment Outsourcing Guide

Compare providers and learn how to conduct the Request for Proposal (RFP) process to make sure your organization's unique needs are being addressed.


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Chris Wright 

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Chris Wright

Canada Institutional Sales

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